SOLUTION PROVIDER OF THE WEEK
ARQ
Overview

ARQ is a revolutionary new digital platform that enables wealth managers to strengthen their relationships with clients and empowers individuals to make better investment decisions and increase their net wealth.

Founded in 2018 by a team with more than 100 years’ experience in the financial services industry, the business was borne out of a desire to bring transparency and independence to the wealth management industry, driving greater social impact as a result.

ARQ provides a bespoke white label platform for private banks, wealth managers and financial advisors to interact with their clients. They create a meaningful digital interface which aggregates client wealth in one place and uses a financial performance analytics tool to access the health of investment portfolios. ARQ can benchmark third party holdings to their client’s offering, highlighting weak performance by third party wealth managers which in turn drives aum to our clients. They can increase aum from existing client base as well as increasing the speed and success rate of prospecting. ARQ's aim is to increase the wealth of the individual clients of the wealth managers. They do this by providing best in class technology to the advisors.
Solution provider FACTFILE
Established
2019

Global Headquarters
London, England

Website

Company Size
2-10 employees

Target Clients
Asset Managers, Bank Wealth Managers, End Private Clients, Financial Advisors
TWM Marketplace


TWM Business Need categories
  • Client Communications & Reporting
  • Client Engagement & Management
  • Digital Platforms & Tools
  • Investment Platforms & Tools
  • Portfolio Build, Analysis & Reporting


Relevant Regions
Western Europe
ARQ solutions

Breathing new life into the wealth management industry

ARQ is a revolutionary new digital platform that enables wealth managers to strengthen their relationships with clients and empowers individuals to make better investment decisions and increase their net wealth.

The traditional model of wealth management is changing. Client experience is now in the spotlight as clients’ expectations evolve, in line with much of the wider banking and personal finance industries.

The two most common reasons why clients leave their investment manager is underperformance and a lack of communication. Fundamentally, individuals want to trust their wealth managers to act in their best interest.

With ARQ, they can.

The first of its kind in the wealth management sector, ARQ rose from the simple premise of independence, transparency, simplicity and intelligence to bring the very best of wealth management digitally, 24/7 - at your convenience.

The traditional wealth management ecosystem is behind the curve when it comes to the client experience.
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Highlight - recent BLOG
As the wealth management industry finally moves into the digital realm, overlooking the changing needs and expectations of clients could prove fatal for traditional providers.


Click HERE or on the image to read the full blog.


RECENT TWM REPORTS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com